Salesforce Integration

Bi-directional sync to keep you focused and moving forward.

Send activities to CRM with a Salesforce integration that automatically does it for you. Say goodbye to manual data entry forever.

Set your data entry to auto-pilot

Yesware automatically syncs your email data to Salesforce without any manual entry. And with background sync, your data will sync even when you send from mobile. Use the Salesforce Sidebar to see your contact’s recent activity and create new Salesforce tasks, right from your inbox.

Add additional recipients and personalize

Continue to add recipients into your Campaigns on-the-go through our easy workflow. For new recipients, personalize each touch for custom communication.

Personalize Templates

With our Salesforce Integration, personalizing your message is easy. Using dynamic fields, Salesforce automatically populates your Templates and emails with relevant information from your Contact record so you can build genuine relationships faster.

Yesware + Salesforce.

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Robust Salesforce reporting

All of Yesware’s data gets automatically synced to Salesforce Reporting so data can be sliced and diced based on things like open and reply rate. Want to keep things simple? Summary Task Logging reduces the amount of Salesforce storage space needed to sync all of your data and makes your reports easier to read.

Add to Campaign from Salesforce

Adding recipients or lists of recipients to Yesware Campaigns can be done directly from Salesforce with the click of a button.